MG

Markel Group Portfolio holdings

AUM $12.3B
1-Year Est. Return 15.66%
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.92B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$6.45M
3
+$4.97M
4
ACNT icon
Ascent Industries
ACNT
+$4.91M
5
CVX icon
Chevron
CVX
+$4.01M

Top Sells

1
+$34.1M
2
+$15.2M
3
+$8.89M
4
KMX icon
CarMax
KMX
+$3.62M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.14M

Sector Composition

1 Financials 31.66%
2 Consumer Discretionary 16.06%
3 Consumer Staples 13.71%
4 Healthcare 11.9%
5 Industrials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.6M 0.36%
436,164
-364,742
52
$10.6M 0.36%
163,100
-6,700
53
$10.4M 0.36%
477,784
+104,390
54
$10.4M 0.36%
130,300
55
$9.97M 0.34%
166,500
56
$9.91M 0.34%
114,500
-2,200
57
$9.23M 0.32%
76,000
+33,000
58
$9.01M 0.31%
33,300
+24,200
59
$8.99M 0.31%
190,800
60
$8.75M 0.3%
240,800
61
$8.44M 0.29%
114,600
-3,000
62
$7.9M 0.27%
261,603
-943
63
$7.61M 0.26%
140,000
64
$7.3M 0.25%
94,400
65
$7.25M 0.25%
332,413
66
$6.52M 0.22%
78,000
67
$6.45M 0.22%
+150,000
68
$6.35M 0.22%
138,000
+108,000
69
$6.13M 0.21%
150,900
70
$5.97M 0.2%
142,500
+1,500
71
$5.87M 0.2%
125,642
+45,688
72
$5.86M 0.2%
133,000
73
$5.84M 0.2%
145,400
-200
74
$5.81M 0.2%
237,835
+118,714
75
$5.78M 0.2%
85,170
1 2
3
4 5